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ProjectWise 101 Chapter 1 - Installation

ProjectWise 101 Chapter 1 - Installation. Gary Cochrane – Technical Director Geospatial Sales – North America. Introduction. What is ProjectWise? ProjectWise is a rapidly deployable Engineering Content Management solution It is not a product, but a combination of software and services.

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ProjectWise 101 Chapter 1 - Installation

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  1. ProjectWise 101Chapter 1 - Installation Gary Cochrane – Technical Director Geospatial Sales – North America

  2. Introduction • What is ProjectWise? • ProjectWise is a rapidly deployable Engineering Content Management solution • It is not a product, but a combination of software and services

  3. A Picture is worth a thousand words

  4. Our goal for ProjectWise 101 • Is to focus on core components

  5. Hardware Environment • Training environment versus Production • Typical Production environment involves: • One machine each for DB Server, PW Integration Server, and PW Explorer Client • Training environment involves: • One virtual machine for all three • This is often a source of confusion…

  6. DB Server for ProjectWise • ProjectWise supports industry standards • Oracle, and Microsoft SQL Server • For the class, we will use SQL Express • SQL Express 2008 has been pre-installed for you • The Administrator account for SQL Express is: • Username> sa • Password> bentley

  7. Lab 1 • Start Vmware • VMWare Workstation (V6 or later) • VMWare Player (V3 or later) • Boot Virtual Machine for class • Login to Windows using • Username> Administrator • Password> bentley • Login Hint> In VMware, use Ctrl-Alt-Insert, not Ctrl-Alt-Delete • Go to Control Panel > Add or Remove Programs • Review pre-installed applications

  8. ProjectWise Pre-requisites • General server pre-requisites: • Supported O/S with latest service packs • Windows 2003 Server with SP2 • Supported Database engine • Microsoft SQL Express 2008 • Microsoft additional required items • Microsoft .NET Framework 3.5 SP1 • Microsoft Message Queuing Service • Microsoft Indexing Service • See ProjectWise Readme for complete requirements

  9. ProjectWise Layer Cake - Server ProjectWise Integration Server ProjectWise Orchestration Framework MicroStation V8i-SS1 Supported Database Engine Microsoft Message Queuing Service Microsoft Indexing Service Microsoft .NET Framework 3.5 SP1 Windows Server 2003 with SP2

  10. Pre-installed in VM ProjectWise Integration Server ProjectWise Orchestration Framework  MicroStation V8i-SS2  Supported Database Engine  Microsoft Message Queuing Service  Microsoft Indexing Service  Microsoft .NET Framework 3.5 SP1  Windows Server 2003 with SP2

  11. Pre-requisite Notes • Bentley-specific pre-requisites: • MicroStation V8i-SELECTSeries2* • Therefore MicroStation V8i pre-requisite pack is required • ProjectWise Orchestration Framework • * MicroStation is required for PW to perform full text searches on DGN and DWG files • If this feature is not desired, then MicroStation is not required

  12. Lab 2a • PW-OF requires a separate db instance • Must be SQL Server or SQL Express • Cannot be Oracle • To create the OF database • Start> All Programs> Microsoft SQL Server 2008> SQL Server Management Studio • Login/Connect using Windows Authentication • Right-click Databases, choose> New Database… • Name> pwof • Initial Size> 4mb • Log Initial Size> 2mb

  13. Lab 2b • PWOF database creation (continued) • DB Growth • Pwof> grow by 2 MB • pwof_log> grow by 1 MB • Accept default locations • Press OK to create database and close dialog

  14. Lab 2c • PWOF User creation • Drill down to Security> Logins • Right-click Logins, select> New Login… • Login name> pwof • Enable SQL Server authentication • Enter password (pwof) two places • Disable> Enforce password policy • At bottom, change Default Database to> pwof • On left side, change to> Server Roles • Verify Public is checked, enable if necessary • Press OK to create login and close dialog

  15. Lab 2d • PWOF Schema creation • Drill down to Databases> pwof> Security> Schemas • Right-click Schemas, select> New Schema… • Schema name> pwof • Schema owner> leave blank • Press OK to create schema and close dialog

  16. Lab 2e • PWOF Add user/schema to database • Drill down to Databases> pwof> Security> Users • Right-click Users, select> New User… • User name> pwof • Login name> pwof • Default schema> pwof • Schemas owned by this user, enable> pwof • Database role memberships, enable all except> db_deny* • Press OK to complete and close dialog

  17. Lab 2f • Install ProjectWise Orchestration Framework • Run Setup.exe from ProjectWise Server • Choose ProjectWise Orchestration Framework Service • Welcome Screen>Next • License Screen> Accept, then Next • Custom Setup> Next • Credentials Screen…

  18. Orchestration Framework – Setup 2 • Configure Shepherd Credentials • Domain> pwdemo101 • (this machine’s name) • Username> Administrator • Password> bentley • Press Next to continue • This creates the PWOF Service (more on this later) • Press> Install • Press> Finish

  19. OF Database Setup Enable> Use a specific username and password Username> pwof Password> pwof From Database list Choose> pwof Press OK to finish Orchestration Framework – Setup 4

  20. Lab 3 • Install ProjectWise Integration Server • Formerly known as ProjectWise Application Server • Run setup.exe from ProjectWise Server folder • Choose ProjectWise Integration Server • Welcome Screen> Next • License Screen> Accept, then Next • Custom Setup> Review options, then Next • Ready to Install> Install

  21. PW Integration Server – Setup 2 • Setup Wizard Completed> • Uncheck> Launch License Management Tool • Press> Finish • “Run As” dialog appears • Accept default, press> OK • Would not do this in a production environment • Exit PW Server Setups menu

  22. New Concept> Windows Service • What exactly is a Windows Service? • Simple Explanation: A Windows Service is a program that runs in the background • A program running as a service has no interaction with the logged on user • A program running as a service continues to run after the user logs off (and actually before they logged on) • A program running as a service sends important messages to the Windows Event Log (since it cannot communicate directly with the logged on user)

  23. Windows Services • Where do I find the Windows Services? • Control Panel> Administrative Tools> Services • Shows all services configured for this computer • Also shows which are currently running, and if set to start automatically when the computer boots • In the VM, I’ve included a shortcut on the Quick Launch bar

  24. Windows Event Log • Where/how do I find the Windows Event Log? • Control Panel> Administrative Tools> Event Viewer • Sub-categories for Application, Security, and System • ProjectWise Server service entries will be found under the Application category • In the VM, I’ve included a shortcut on the Quick Launch bar

  25. Lab 4a • Windows Services • Go to Control Panel > Administrative tools (folder) • Open the Services item • Locate the service named> • ProjectWise Integration Server V8i… • Note the Status and Startup Type • Status> Started • Startup Type> Automatic • In the future, you may access Services from the shortcut I added to the Quick Launch bar

  26. Lab 4b • Windows Services • Go to Control Panel > Administrative tools (folder) • Open the Services item • Locate the service named> • ProjectWise Orchestration Framework Service… • Note the Status and Startup Type • Status> Started • Startup Type> Automatic

  27. Lab 5 • The Windows Event Log • Go to Control Panel > Administrative tools (folder) • Open the Event Log item • Select the Application category • Locate/Open the most recent ProjectWise Server entry • Descriptive text indicates version number • In the future, you may access the Event Log from the shortcut I added to the Quick Launch bar

  28. The ProjectWise Database • ProjectWise uses an industry standard database to store: • Information about documents • Name, Description, Version, Owner, etc. • Information about folders • Information about users • ProjectWise supports Oracle, & MS SQL Server • For the class, we are using SQL Server Express

  29. Lab 6a • PW requires a separate db instance • To create the PW database • Start> All Programs> Microsoft SQL Server 2008> SQL Server Management Studio • Login/Connect using Windows Authentication • Right-click Databases, choose> New Database… • Name> pwdemo • Initial Size> 20mb • Log Initial Size> 10mb • DB Growth • Pwdemo> grow by 10 MB • pwdemo_log> grow by 5 MB

  30. Lab 6b • PW database creation (continued) • Database location • Browse to> c:\proj_pwdemo\db • Press OK • Database Log location • Browse to> c:\proj_pwdemo\db • Press OK • Press OK to create database and close dialog

  31. Lab 6c • PW User creation • Drill down to Security> Logins • Right-click Logins, select> New Login… • Login name> pwdemo • Enable SQL Server authentication • Enter password (pwdemo) two times • Disable> Enforce password policy • At bottom, change Default Database to> pwdemo • On left side, change to> Server Roles • Verify Public is checked, enable if necessary • Press OK to create login and close dialog

  32. Lab 6d • PWDEMO Schema creation • Drill down to Databases> pwdemo> Security> Schemas • Right-click Schemas, select> New Schema… • Schema name> pwdemo • Schema owner> leave blank • Press OK to create schema and close dialog

  33. Lab 6e • PWDEMO Add user/schema to database • Drill down to Databases> pwdemo> Security> Users • Right-click Users, select> New User… • User name> pwdemo • Login name> pwdemo • Default schema> pwdemo • Schemas owned by this user, enable> pwdemo • Database role memberships, enable all except> db_deny* • Press OK to complete and close dialog

  34. Quick Review • We have: • Database engine installed, and empty db created for pw orchestration framework • Empty db created for pw metadata • PW Integration Server installed • Remember db server and PW server are theoretically on different machines • Q. So how does PW know which machine to contact to connect to db? • A. We need to create an ODBC connection FROM the PW server, TO the db server

  35. Lab 7a • Creating the ODBC Connection • Go to Control Panel > Administrative tools (folder) • Open the Datasources (ODBC) item • Change to the System DSN tab • Press the Add button • Scroll to the bottom and choose> SQL Server Native Client 10.0 • Press Finish

  36. Lab 7b • Naming the ODBC Connection • Enter the following: • Name> pwdemo-odbc • Description> PW Demo ODBC configuration • Server> Choose PWDEMO101 • Press Next

  37. Lab 7c • Provide login information for the connection • Change • From> With Integrated Windows authentication… • To> With SQL Server Authentication… • Then enter • Login ID> pwdemo • Password> pwdemo • Press Next

  38. Lab 7d • Verify the SQL Server database • Examine: • Change the default database to • This should automatically be set to “pwdemo” • Database> pwdemo • Press> Next • Press> Finish

  39. Lab 7e • On the summary dialog • Press> Test Data Source • If successful, Press> OK • Press OK again to close the ODBC panel

  40. ProjectWise Administrator • Special Client for administrative users only • Installed on those desktops where admins work • Installed in addition to standard user client, which is known as ProjectWise Explorer • From ProjectWise Administrator Setups • Install> ProjectWise Administrator

  41. Lab 8a - PW Administrator • Installing PW Administrator • Welcome Screen> Next • License Screen> Accept, then Next • Setup Type> Choose Custom, then Next • Custom Setup> Accept all options, then Next • Ready to Install> Install • Completing Screen> Choose Finish • Exit PW Admin setups

  42. Lab 8b – Using PW Admin • Launch PW Administrator • From the Start menu, choose> • All Programs> Bentley> ProjectWise V8i (SS3)> ProjectWise Administrator • Drill down to Datasources

  43. Lab 8c • Creating a new PW datasource • Which is not really creating a new datasource… • But telling PW which ODBC connection to use • Right-click Datasources, and choose> • New Datasource

  44. Lab 8d - PW Administrator • New datasource wizard • Welcome Screen> Next • Datasource Type> Accept default • (A datasource that is located on PWDEMO101) • Choose> Next • Naming the datasource • Datasource Name (first field)> pwdemo • Display Name (second field)> leave blank • Choose> Next

  45. Lab 8e - PW Administrator • New datasource wizard - continued • ODBC Screen> select ODBC connection created earlier • pwdemo-odbc • Choose> Next • Database User screen> • Name> pwdemo • Password> pwdemo • Choose> Next

  46. Lab 8f - PW Administrator • Specifying Administrator Account • Enter the following: • Administrator Name> adminpw • Administrator Password> adminpw • Re-type password> adminpw • Choose> Next

  47. Lab 8g - PW Administrator • Finishing New Datasource Wizard • Disable! • Create datasource data from template • Choose> Finish • Table creation dialog appears

  48. Lab 8h • ProjectWise will now claim the new database • Enable button to> Create database tables • Press> Create • ProjectWise will add its required tables to the database • All required tables for ProjectWise standard operation are automatically created • Will also add a single user named adminpw • Will then create a group named Administrator • And add the adminpw user to the Administrator group

  49. Lab 8i • Create storage and verify adminpw password

  50. Lab 8j • Create Storage and Verify adminpw password • Enter the following: • Storage name> Storage1 • Storage description> Storage1 • Storage path> C:\proj_pwdemo\files\storage1 • Administrator User Description> Administrator-Primary • Administrator User: Verify Password> adminpw • Press> OK

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